See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $381 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,572 | $109,359+20.3% | $162,163-18.9% | $72,985+80.3% |
| Participation rate | 77.5% | 84.3%-6.8pp | 87.6%-10.1pp | 69.5%+8.0pp |
| Annual return | 17.62% | 25.46%-7.8pp | 115.59%-98.0pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,850 | $3,907-52.7% | $5,614-67.0% | $2,440-24.2% |
| Participant deferral / active EE | $8,773 | $5,481+60.1% | $7,298+20.2% | $3,607+143.2% |
| Admin fee / account holder | $6 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |